Plan Snapshot
- Plan Sponsor: The Board Of Trustees Plumbers & Pipefitters Medical Fund
- Sponsor EIN: 530190932
- Sponsor Address: 7130 COLUMBIA GATEWAY DRIVE, STE A, COLUMBIA, MD, 21046
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,387
- Total Assets: $56.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,387 | $56.0M | $21.3M | $1.0M |
| 2023 | 1,363 | $52.6M | $20.0M | $1.2M |
| 2022 | 1,321 | $46.8M | $19.4M | $1.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARDAY ASSOCIATES | Other Service Provider | $586,271 | — | $586,271 |
| O'DONOGHUE & O'DONOGHUE | Other Service Provider | $71,657 | — | $71,657 |
| NCAS | Other Service Provider | $68,959 | — | $68,959 |
| BOYD WATTERSON | Other Service Provider | $51,444 | — | $51,444 |
| CAREFIRST | Other Service Provider | $50,176 | — | $50,176 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $38,568 | — | $38,568 |
| INVESCO ADVISORS INC | Other Service Provider | $33,051 | — | $33,051 |
| CALIBRE CPA GROUP, PLLC | Auditor | $27,270 | — | $27,270 |
| SEGAL COMPANY | Other Service Provider | $25,000 | — | $25,000 |
| DCA TECHNOLOGY PARTNERS | Other Service Provider | $24,028 | — | $24,028 |
| CVS CAREMARK | Other Service Provider | $20,148 | — | $20,148 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $996,572
- Estimated Expense Ratio: 1.781% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,459,912 | $136,539 | $586,271 | $27,270 | — |
| 2023 | $1,372,041 | $69,850 | $489,741 | $26,445 | — |
| 2022 | $1,443,353 | $86,305 | $471,592 | — | $330,034 |